DecisionPoint Financial, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
DecisionPoint Financial, LLC 13F Holdings
CIK 0001938514 · MESA, AZ
As of Sep 30, 2025, DecisionPoint Financial, LLC reported
669 positions worth $428.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 3,541,038 |
|
36.9M31.95% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 524,622 | $44.1M | 10.29% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 1,252,178 | $41.2M | 9.62% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 399,235 | $27.4M | 6.40% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 602,294 | $25.8M | 6.03% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 698,348 | $25.5M | 5.96% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 234,548 | $21.5M | 5.01% |
| HOME BANCSHARES INC | HOMB | Financial Services | 663,020 |
8.7M | 4.36% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 385,896 |
2.5M | 2.91% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 138,098 |
1.0M | 2.57% |
| DIMENSIONAL US CORE EQUITY 1 ETF | DCOR | — | 113,673 | $8.2M | 1.91% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 256,766 | $8.2M | 1.91% |
| DIMENSIONAL US REAL ESTATE ETF | DFAR | — | 242,676 | $5.8M | 1.35% |
| Ishares Tr | — | — | 97,050 | $4.9M | 1.15% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 11,659 | $3.8M | 0.90% |
| MICROSOFT CORP | MSFT | Technology | 6,412 | $3.3M | 0.78% |
| APPLE INC | AAPL | Technology | 11,002 | $2.8M | 0.66% |
| SCHWAB 5-10 YEAR CORPORATE BOND ETF | SCHI | — | 111,754 | $2.6M | 0.60% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 8,722 | $2.2M | 0.52% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 16,189 |
.6M | 0.38% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,195 |
.3M | 0.31% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 16,922 |
.3M | 0.29% |
| MARRIOTT INTERNATIONAL INC | MAR | Consumer Cyclical | 4,689 |
.2M | 0.29% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 33,423 | $862.3K | 0.20% |
| AMAZON.COM INC | AMZN | Equity | 3,836 | $846.3K | 0.20% |